Dismiss a Recommendation
Dismiss recommendations.
Table of Contents
There are times when a recommendation may not apply to a member's current situation. Whether the member has changed their mind or the need has been addressed through a different workflow, you can dismiss the recommendation to keep the profile organized.
Step 1 – Access the member profile
- Navigate to the Members section or your Dashboard.
- Search for and select the member whose profile you need to update.
Step 2 – Locate the recommendations section
- Scroll down the member's dashboard to the Recommendations section.
- Review the active suggestions to identify the one that no longer applies.
Step 3 – Dismiss the recommendation
- Click the Dismiss button located directly next to the recommendation title.
- Confirm that the recommendation has disappeared from the profile view.
- Note: Dismissing a recommendation does not delete past activity data; it simply removes the prompt from your current view.
- Tip: You can still take the recommended action manually at a later time if the member's needs change.
